+18.5%
BBY vs DRI
+1.2%
+17.3%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.3% |
| 7D | +0.7% | -4.8% | +5.5% | +2.2% |
| 30D | +5.8% | -5.2% | +11.0% | +7.4% |
| 3M | +18.0% | +2.7% | +15.3% | +17.0% |
| 6M | +39.8% | +3.6% | +36.2% | +37.9% |
| YTD | +35.4% | +15.4% | +20.0% | +25.9% |
| All | +18.5% | +1.2% | +17.3% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling